- Owner: full control of the workspace, including billing, settings and members. The owner’s access cannot be reduced.
- Admin: runs day-to-day operations and the team. By default an admin manages leads, follow-ups, site visits, listings, projects, marketing and the team, and sees reports. Settings and billing stay with the owner.
- Member: works on what is assigned. By default a member sees the leads, follow-ups and site visits assigned to them, can view properties, projects and listings, and can use Marketing Studio.
In agency and builder team workspaces, the Team page can change these defaults for a role, or adjust one person’s access area by area, such as All leads instead of assigned leads only. See Manage your team and its access.
Your business type changes which modules you see, not what you are allowed to do. Permissions always come from your role and access, on every screen and in Copilot.